Jillian
Kaplove
First Republic Investment Management, Inc
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About this Advisor
Jillian Kaplove is a financial advisor based in New York, New York who has 3 years of industry experience. Kaplove is an advisor for First Republic Investment Management, Inc. Throughout their career, Kaplove has worked at Morgan Stanley, University Of Miami, Ridgewood Public Schools, First Republic Securities Company, LLC and First Republic Investment Management, Inc. Kaplove has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Connecticut and New York. First Republic Investment Management, Inc is an advisory firm that has its headquarters in San Francisco, CA. It has offices in 37 locations and a total of 1,165 people on staff. It oversees $140 billion in total assets across its 84,774 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 393 charitable organizations. Of its 84,774 client accounts, 43% are associated with high-net-worth individuals who have more than $1 million in investable assets. First Republic Investment Management, Inc provides a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advisory services typically depend on which services the firm provides the client. However, fee types charged by First Republic Investment Management, Inc most likely are comprised of any combination of asset-based, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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First Republic Investment Management, Inc Brokerage Details
$139,511,326,231
1,165
84,774
$1,645,685
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jillian Kaplove Work History
Jillian has been registered as a financial advisor for 3 years.*
First Republic Securities Company, LLC
First Republic Investment Management, Inc
Morgan Stanley
University Of Miami
Ridgewood Public Schools
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jillian Kaplove to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at First Republic Investment Management, Inc
Palm Beach, FL
San Francisco, CA
San Francisco, CA
Boston, MA
Los Angeles, CA
San Francisco, CA
Palo Alto, CA
Boston, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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